Anthropic-IPO

PM 編集方針 (planned topic from 6/30 PM brief) ── 6/30 18:00 HKT evening brief LOCKED 計画 本稿は PM 6/30 18:00 HKT 夕方スキャンで 7/1 PM 19:00 HKT 枠に pre-lock した「3 frontier model update 同日発火日 candidates (GPT-5.6 Sol GA + Fable 5 restoration full + Gemini 3.5 Pro July GA = 6/2 EO 30 日 framework final deadline Day-1)」candidate pool の 4th option (Claude Sonnet 5 = Anthropic 6/30 launch) として確定したもの。NONE of the 3 designated frontier updates fired (GPT-5.6 Sol still limited preview 6/27 #92 + Fable 5 partial restoration 6/29 AM #96 + Gemini 3.5 Pro delayed to July per Business Insider 6/24)、but Claude Sonnet 5 launched 6/30 09:00 HKT = the strongest Day-1 fresh frontier model release available = structurally the winning candidate。 ...

PM 編集方針 ── 6/30 06:00 HKT morning brief LOCKED 計画 PM 6/30 06:00 HKT morning scan で検出した「Alphabet $84.75B 史上最大 equity raise + Berkshire Hathaway $10B anchor」（override #10 = trillion-dollar cluster leg 11、financial cluster = last 48h regulatory cluster 6/29 PM #97 Fable 5 Day-2 + 6/29 AM #96 Mythos 5 部分復旧 と異なる cluster = must-defer rule 不発火 + 5/5 PASS override = saturation exception 適用）を、6/30 PM = 「AI capital super-cycle 構造分析」として PM 6/30 morning brief で P0-PM 6/30 に確定。 ...